Manage users

Under Assets & Setup > Admin > Users, cloud admins can view and manage users and their access to functionality in the Perfecto UI by adding these users to org groups and assigning appropriate user roles. As an admin user, you can:

  • Select and edit multiple users at once to change their status, assign them to roles, or delete them.
  • Edit individual users and change their password. For a selected user, a side pane lists all relevant user details. 

The Users tab displays a table that lists users based on the selected org group and status. The table includes the following columns:

  • User initials: Shows the user's initials. These initials may be shown in the Manual Testing view to indicate the current user for devices that are in use. See also Select a device for manual testing.

  • Status: Indicates whether the user account is active or disabled.

  • Locked users: Indicates if a user account has been locked. By default, a user account gets locked for at least 5 minutes after 10 failed attempts. The failure count resets every 12 hours.

    To unlock a user, hover over the lock icon for the respective user and, in the tooltip that appears, click Unlock user.

  • Username and email: The user's username or email.

  • Full name: The user's first name and last name.

  • Org group: The name of the org group the user belongs to, if applicable.

    Restriction: Each user can only be part of one org group. If you assign a user to a different group, the user will be removed from the current group.
  • Roles: The number of roles assigned to a user. Moving the pointer over a field in the column displays the respective role names.

  • Device group: The name of the device group the user belongs to.

  • Last login: The date of the last login.

  • Created on: The date the user was created.

The left pane lists the available org groups. When a single user is selected in the table, the right-most pane displays the user details pane. Above the table, a toolbar provides access to common actions, such as adding a user, changing the status of selected users, and adding org groups or roles. You can also search for specific users.

You can refresh the Users view by clicking the refresh icon  at the top right. The Updated timestamp shows the time that the view was last refreshed.

External users

For new and existing users, Perfecto supports internal authentication through a password or external authentication through a 3rd-party identity provider (IdP). If your organization works with more than one IdP, you can select the required IdP from a list.

You must make sure that a user set up with external authentication is configured in the IdP and that the usernames are identical. If you do need different Perfecto and IdP usernames, you have the option to specify an IdP username when you add or edit a user.

This may be necessary when:

  • You need to move an existing Perfecto user to IdP authentication.
  • You have multiple IdPs and need to move the existing Perfecto user from one IdP to another.

Perfecto supports JIT, just-in-time user provisioning. This means that when a new user gets added to the IdP system and passes identification, Perfecto automatically adds that user to the system if it does not exist. However, JIT creates users without roles and group assignments, or with default assignments. Creating external users manually beforehand ensures that they have the required role and group assignments when they log in for the first time.

On request, it is also possible to have JIT turned off. In this case, you have to create all external users manually in Perfecto.

For more information on IdP configuration, see Perfecto SSO for external IdP. For help with common problems, see Troubleshoot user issues.

Watch this video to see how you can manage users. Detailed steps follow.

This section walks you through common tasks related to user management. Click a task to view its steps.